Holiday Gift 🎁 for IPO and SaaS Startup People with with a Side of Triangle Gossip 🫖

More details on the ServiceTitan IPO and how that flows down to Triangle startups.

This article for paid subscribers is an extra extra deep dive on the ServiceTitan IPO. Not only will TTAN be something that drives our 2025 and 2026, but it’s really interesting to look at this one from several different perspectives.

In this piece, I put together all the information I’ve gathered on this IPO and there’s a lot to learn here and much of it actionable for everyone in the startup ecosystem.

Here’s the contents:

• Triangle Tweener Gossip - Before jumping into ServiceTitan, wanted to talk about what everyone’s talking about in Triangle startupland.

• Needham Investment Bank Webinar - For our Tweener Fund CEOs, I hosted a webinar with two bankers that I’ve known from the ChannelAdvisor IPO at Needham. They were on the ServiceTitan book so talked to institutional buyers. I used the opportunity to get a read on the M+A side as well

• The ServiceTitan Roadshow - I learn a ton from watching other people pitches and the best most polished pitches are IPO roadshows - they literally have $200-500k invested in them and are practiced tens if not hundreds of times.

• The ServiceTitan Roadshow deck - The deck from above

• ServiceTitan Tea - There was some interesting ‘tea’ that came out of the S1 - TTAN’s last investors put the vice on these guys to go IPO

• ServiceTitan’s Series A Lead deal memo- Let’s go back to the beginning - Ryan Walsh sent me this great read -it’s BVP’s OG investment memo.